See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $71,724 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,261 | $66,310-0.1% | $93,606-29.2% | $65,185+1.7% |
| Participation rate | 92.3% | 74.0%+18.3pp | 75.8%+16.4pp | 70.2%+22.1pp |
| Annual return | 23.25% | 42.58%-19.3pp | 32.76%-9.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,548 | $2,012-23.1% | $2,718-43.0% | $2,177-28.9% |
| Participant deferral / active EE | $4,906 | $3,342+46.8% | $4,069+20.6% | $3,514+39.6% |
| Admin fee / account holder | $61 | $6,897-99.1% | $7,888-99.2% | $847-92.8% |